Pledges for employee giving (payroll deduction donations) roll over every year, so we need the ability to, within a yearly recurring batch, globally change the installment schedules to reflect the new year. With such a large number of employees, t...

User would like to either filter by or show end-dates for relationships in Mobile App.

The default set settings include fields with checkboxes. Unfortunately, those fields do not include "change checked to unchecked" option. This would be useful, for example, when processing returned mail, to uncheck "Send mail" for the preferred ad...

When a proposal is linked to a gift from within the gift processing window, the "Date Funded" field of the proposal fails to reflect the gift date. Instead it reflects the day the gift was attached to the proposal.

The default set field choices do not include "requests no email" from Bio 1, even through "Anonymous" and "No Valid Address" are listed. Please add this field, especially since BBNC now offers subscription list management via attributes.

When in a gift batch, using Tools > Sort and selecting Solicitor does not sort batch in alpha order by solicitor name. Looks like it's sorted by unseen solicitor ID possibly. Want to be able to see batch sorted by solicitor name.

I can view constituent window information in gift batch but not in constituent batch, which seems very counter-intuitive. I need to add 100+ new cons every month through our new online giving platform, and it would be beneficial to add the address...

When running reports, both financial and fundraising, I need a date range of the fiscal year through the end of last month. This fiscal year does not work because the end date is the date the report is run. All financial statements are run through...

Since we have a laundry list of "load defaults" we've created for Ind/Org records, it would be nice to have the option to arrange or reorder this list of defaults we've created to cut down on the time trying to find the specific default we need at...